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BlueChip Wealth Advisors’s Coca-Cola KO Stock Holding History

BlueChip Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$526K Sell
6,478
-8,741
-57% -$690K 0.2% 90
2026
Q1 		$1.16M Buy
15,219
+252
+2% +$19.1K 0.51% 36
2025
Q4 		$1.05M Sell
14,967
-285
-2% -$19.9K 0.44% 46
2025
Q3 		$1.01M Buy
15,252
+7,547
+98% +$519K 0.43% 46
2025
Q2 		$545K Sell
7,705
-2,892
-27% -$206K 0.24% 78
2025
Q1 		$759K Sell
10,597
-35
-0.3% -$2.34K 0.37% 58
2024
Q4 		$662K Sell
10,632
-259
-2% -$16.9K 0.37% 58
2024
Q3 		$783K Sell
10,891
-799
-7% -$54.7K 0.41% 51
2024
Q2 		$744K Buy
11,690
+315
+3% +$19.5K 0.44% 52
2024
Q1 		$696K Sell
11,375
-2,700
-19% -$162K 0.45% 48
2023
Q4 		$829K Buy
+14,075
New +$799K 0.58% 43

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlueChip Wealth Advisors's KO Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its Coca-Cola (KO) stake by 57% in Q2 2026, selling an estimated $690K and leaving 6,478 shares worth $526K. The position accounts for 0.2% of the portfolio, ranked #90.

BlueChip Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2026. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • BlueChip Wealth Advisors held 6,478 shares of Coca-Cola worth $526K as of Q2 2026.
  • BlueChip Wealth Advisors sold 8,741 Coca-Cola shares in Q2 2026, an estimated $690K.
  • Coca-Cola made up 0.2% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • BlueChip Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • BlueChip Wealth Advisors's Coca-Cola position peaked at $1.16M in Q1 2026.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.